SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,486 | +21.2% | 9,459 | +23.8% | 0.04% | +40.6% |
| Q2 2023 | $245,410 | +17.4% | 7,643 | +18.8% | 0.03% | +18.5% |
| Q1 2023 | $209,030 | +2.1% | 6,434 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $204,781 | -83.9% | 6,434 | -84.2% | 0.03% | -86.3% |
| Q3 2022 | $1,274,000 | -5.3% | 40,673 | -1.4% | 0.20% | -0.5% |
| Q2 2022 | $1,346,000 | -14.3% | 41,252 | -10.3% | 0.21% | -2.4% |
| Q1 2022 | $1,571,000 | -15.2% | 45,989 | -10.2% | 0.21% | -14.2% |
| Q4 2021 | $1,852,000 | – | 51,224 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 295,416 | $9,488,755 | 8.64% |
| ERTS Wealth Advisors, LLC | 1,047,573 | $34,035,634 | 8.25% |
| Flagstone Financial Management | 414,271 | $13,459,653 | 6.72% |
| Buckingham Capital Management, Inc. | 1,280,131 | $41,591,456 | 6.65% |
| Burt Wealth Advisors | 637,234 | $20,703,733 | 6.43% |
| Leicht Financial Planning & Wealth Management, Inc. | 314,342 | $10,212,969 | 6.29% |
| Astoria Portfolio Advisors LLC. | 454,116 | $14,808,709 | 6.26% |
| Allianz Investment Management U.S. LLC | 3,437,122 | $111,637,723 | 6.18% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 252,891 | $8,216,436 | 5.88% |
| Hofer & Associates. Inc | 156,464 | $4,980,257 | 4.98% |